The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 22,208 | 130,231 | SH | SOLE | 130,231 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 5,331 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 10,685 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 18,434 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 7,106 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 27,871 | 91,177 | SH | SOLE | 91,177 | 0 | 0 | ||
BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 15,303 | 558,498 | SH | SOLE | 558,498 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 20,608 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 6,857 | 250,605 | SH | SOLE | 250,605 | 0 | 0 | ||
BRINKER INTL INC | COM | 109641100 | 3,102 | 69,900 | SH | SOLE | 69,900 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 23,436 | 465,640 | SH | SOLE | 465,640 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 21,176 | 135,157 | SH | SOLE | 135,157 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 240 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 5,033 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 4,465 | 111,456 | SH | SOLE | 111,456 | 0 | 0 | ||
CARLISLE COS INC | COM | 142339100 | 21,602 | 176,170 | SH | SOLE | 176,170 | 0 | 0 | ||
CARTERS INC | COM | 146229109 | 3,084 | 30,600 | SH | SOLE | 30,600 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 11,410 | 78,557 | SH | SOLE | 78,557 | 0 | 0 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 2,092 | 23,115 | SH | SOLE | 23,115 | 0 | 0 | ||
CHEGG INC | COM | 163092109 | 16,392 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
CHILDRENS PL INC | COM | 168905107 | 2,023 | 20,800 | SH | SOLE | 20,800 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 5,213 | 7,339 | SH | SOLE | 7,339 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 12,185 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
CLOUDERA INC | COM | 18914U100 | 3,282 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 11,703 | 353,556 | SH | SOLE | 353,556 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 11,701 | 96,325 | SH | SOLE | 96,325 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 1,550 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 13,715 | 276,567 | SH | SOLE | 276,567 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 9,979 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
DUNKIN BRANDS GROUP INC | COM | 265504100 | 5,820 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 18,198 | 389,763 | SH | SOLE | 389,763 | 0 | 0 | ||
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 912 | 72,490 | SH | SOLE | 72,490 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 5,834 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 1,346 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 5,442 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 25,149 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
FUNKO INC | COM CL A | 361008105 | 5,647 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
GOLDEN ENTMT INC | COM | 381013101 | 3,376 | 238,398 | SH | SOLE | 238,398 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 3,679 | 56,867 | SH | SOLE | 56,867 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 3,687 | 53,076 | SH | SOLE | 53,076 | 0 | 0 | ||
HANESBRANDS INC | COM | 410345102 | 1,788 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 6,584 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 2,639 | 24,445 | SH | SOLE | 24,445 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 17,570 | 122,140 | SH | SOLE | 122,140 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 17,327 | 907,653 | SH | SOLE | 907,653 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 7,843 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
LEIDOS HLDGS INC | COM | 525327102 | 5,474 | 85,405 | SH | SOLE | 85,405 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 1,178 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 6,459 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 24,581 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 3,993 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 3,630 | 91,711 | SH | SOLE | 91,711 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 6,962 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | 2,191 | 97,088 | SH | SOLE | 97,088 | 0 | 0 | ||
MESA AIR GROUP INC | COM NEW | 590479135 | 2,796 | 335,271 | SH | SOLE | 335,271 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 10,378 | 404,434 | SH | SOLE | 404,434 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 13,891 | 200,325 | SH | SOLE | 200,325 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 5,474 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 5,560 | 101,167 | SH | SOLE | 101,167 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 19,415 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 8,663 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 15,359 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 5,620 | 279,621 | SH | SOLE | 279,621 | 0 | 0 | ||
PLAYAGS INC | COM | 72814N104 | 2,991 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 6,359 | 52,144 | SH | SOLE | 52,144 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 21,397 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 5,310 | 205,427 | SH | SOLE | 205,427 | 0 | 0 | ||
RH | COM | 74967X103 | 1,544 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 20,932 | 131,750 | SH | SOLE | 131,750 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 3,724 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 16,307 | 142,272 | SH | SOLE | 142,272 | 0 | 0 | ||
SANMINA CORPORATION | COM | 801056102 | 3,284 | 113,814 | SH | SOLE | 113,814 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 840 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SLM CORP | COM | 78442P106 | 10,053 | 1,014,402 | SH | SOLE | 1,014,402 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 2,336 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
STRYKER CORP | COM | 863667101 | 10,761 | 54,481 | SH | SOLE | 54,481 | 0 | 0 | ||
SYNNEX CORP | COM | 87162W100 | 13,011 | 136,400 | SH | SOLE | 136,400 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 1,300 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 803 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
TECH DATA CORP | COM | 878237106 | 8,584 | 83,818 | SH | SOLE | 83,818 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 2,757 | 44,200 | SH | SOLE | 44,200 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 12,770 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 21,018 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 4,327 | 84,100 | SH | SOLE | 84,100 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 5,754 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 11,156 | 31,991 | SH | SOLE | 31,991 | 0 | 0 | ||
UNDER ARMOUR INC | CL A | 904311107 | 2,114 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 3,195 | 40,051 | SH | SOLE | 40,051 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 5,587 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 7,822 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 6,054 | 27,858 | SH | SOLE | 27,858 | 0 | 0 | ||
VERINT SYS INC | COM | 92343X100 | 1,497 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 9,231 | 48,080 | SH | SOLE | 48,080 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 7,366 | 64,900 | SH | SOLE | 64,900 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 5,727 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
YETI HLDGS INC | COM | 98585X104 | 929 | 30,699 | SH | SOLE | 30,699 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 12,240 | 430,690 | SH | SOLE | 430,690 | 0 | 0 |